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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126 | $185,830-99.9% | $170,004-99.9% | $139,427-99.9% |
| Participation rate | 20.0% | 87.8%-67.8pp | 87.0%-67.0pp | 80.3%-60.3pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $24 | $11,622-99.8% | $10,408-99.8% | $6,711-99.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |